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SmartBrief Originals
News and original analysis on the finance and accounting sectors.
CFOs and CISOs have an opportunity to collaborate

CISOs and CFOs both benefit when they build a relationship.

How life insurers can tap into the power of digital marketing
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To make personal connections with potential life insurance customers, marketing teams are leveraging data and analytics to shape their conversations.

FINRA offers helpful tips and tools for regulatory compliance

FINRA's collection of resources provides useful help for compliance professionals

Optimizing your digital marketing to reach insurance shoppers
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Insurers can reach the right customers through data-driven tools that compliment marketing efforts across channels

Make your marketing dollars work harder: How to use triggers to reach active insurance customers
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Use acquisition and retention triggers to reach consumers looking for insurance and improve your marketing

Objectives-based investing can involve a vast array of products and great responsibility for advisors, an expert panel said at BNY Mellon Pershing INSITE 2019.

Investors need to ensure they have the right fixed-income allocations as yields are struggling, experts said at BNY Mellon Pershing INSITE 2019.

Registered investment advisor firms need to consider a range of factors before pursuing merger-and-acquisition deals, experts said at BNY Mellon Pershing INSITE 2019.

United Nations Sustainable Development Goals

This successful professional changed his career so he could help change the world.


WokenUp could be the go-to platform for positive social media

Trading Desk

BNY Mellon, AcadiaSoft combine to offer initial margin calculations, reconciliation and message handling for buy-side.

Singapore Exchange SGX

SGX’s creation helps clients meet new Basel III regulation and rules covering uncleared OTC contracts

Author and wealth manager John Christianson discusses wealth, happiness and success

Trading Desk

CQG details new alliances with Small Exchange and PanXchange

FIA Boca 2019

Exchange leaders address topics from Brexit to blockchain